Opal Wealth Advisors
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Opal Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Opal Wealth Advisors’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$363K Buy
20,289
+1,734
+9% +$32.5K 0.08% 137
2026
Q2 		$356K Buy
18,555
+633
+4% +$12.1K 0.08% 143
2026
Q1 		$341K Buy
17,922
+350
+2% +$6.73K 0.08% 134
2025
Q4 		$337K Sell
17,572
-30
-0.2% -$578 0.09% 146
2025
Q3 		$337K Buy
17,602
+856
+5% +$16K 0.09% 130
2025
Q2 		$313K Sell
16,746
-21,073
-56% -$395K 0.09% 129
2025
Q1 		$725K Buy
37,819
+640
+2% +$12.4K 0.22% 53
2024
Q4 		$720K Buy
37,179
+17,822
+92% +$350K 0.22% 63
2024
Q3 		$383K Buy
19,357
+19,008
+5,446% +$374K 0.12% 98
2024
Q2 		$6.74K Buy
+349
New +$6.74K ﹤0.01% 738

Other funds holding HTAB

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Opal Wealth Advisors's HTAB Position: Q3 2026 in Review

Opal Wealth Advisors increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 9.3% in Q3 2026, buying an estimated $32.5K and bringing the position to 20,289 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #137.

Opal Wealth Advisors first reported a position in HTAB in Q2 2024 and has held it in 10 quarters since. The position peaked at $725K in Q1 2025. 16 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

  • Opal Wealth Advisors held 20,289 shares of Hartford Schroders Tax-Aware Bond ETF worth $363K as of Q3 2026.
  • Opal Wealth Advisors bought 1,734 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2026, an estimated $32.5K.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.08% of Opal Wealth Advisors's portfolio in Q3 2026, its #137 holding.
  • Opal Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $725K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.